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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

599 hedge funds and large institutions have $9.09B invested in SPDR Portfolio S&P 500 Value ETF in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 271 increasing their positions, 199 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
-5
Holders Change %
-0.83%
% of All Funds
10.36%
Holding in Top 10
93
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7%
% of All Funds
1.61%
New
51
Increased
271
Reduced
199
Closed
50
Calls
$11.4M
Puts
$1.48M
Net Calls
+$9.9M
Net Calls Change
+$4.94M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$695M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.15B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$83.5M
4
CWA
4
Choice Wealth Advisors
Maine
$21M
5
AF
5
Allworth Financial
California
$223M

Top Sellers

1
HC
1
Hamilton Capital
Ohio
$349M
2
HI
2
Horizon Investments
North Carolina
$39.4M
3
Bank of America
3
Bank of America
North Carolina
$191M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$125M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$98.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
601
Shilanski & Associates
Alaska
– -$5.41M -146,917 Closed
EFS
602
Econ Financial Services
Pennsylvania
– -$4.56M -123,888 Closed
OC
603
Oppenheimer & Co
New York
– -$3.99M -108,263 Closed
Jane Street
604
Jane Street
New York
– -$2.35M -63,692 Closed
VAS
605
Vestmark Advisory Solutions
Massachusetts
– -$2.15M -58,327 Closed
3AM
606
3EDGE Asset Management
Florida
– -$1.92M -52,177 Closed
CF
607
Clarity Financial
Texas
– -$1.84M -49,891 Closed
Wolverine Trading
608
Wolverine Trading
Illinois
– -$1.83M -49,582 Closed
WAS
609
Wealth Advisory Solutions
Indiana
– -$1.55M -42,050 Closed
CWM
610
Cordatus Wealth Management
Pennsylvania
– -$1.23M -33,458 Closed
HF
611
HRT Financial
New York
– -$1.21M -32,752 Closed
Renaissance Technologies
612
Renaissance Technologies
New York
– -$1.09M -29,600 Closed
DA
613
Doliver Advisors
Texas
– -$778K -21,138 Closed
WEG
614
World Equity Group
Illinois
– -$469K -12,726 Closed
TWM
615
Thrive Wealth Management
Pennsylvania
– -$437K -11,876 Closed
Lido Advisors
616
Lido Advisors
California
– -$316K -8,600 Closed
RIA
617
Regal Investment Advisors
Michigan
– -$299K -8,108 Closed
LAS
618
Lloyd Advisory Services
Georgia
– -$294K -7,994 Closed
CAN
619
Claraphi Advisory Network
United States
– -$293K -7,958 Closed
CL
620
Choreo LLC
Illinois
– -$289K -7,860 Closed
ODFS
621
O'Donnell Financial Services
California
– -$259K -7,026 Closed
CWG
622
Crown Wealth Group
North Carolina
– -$254K -6,889 Closed
NRI
623
NFP Retirement Inc
California
– -$250K -6,778 Closed
WP
624
WealthSource Partners
California
– -$247K -6,705 Closed
OMC
625
Old Mission Capital
Illinois
– -$232K -6,312 Closed
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